See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,910 | $95,561-66.6% | $77,163-58.6% | $139,434-77.1% |
| Participation rate | 80.0% | 73.9%+6.1pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 7.09% | 54.92%-47.8pp | 37.87%-30.8pp | 372.94%-365.9pp |
| Employer contribution / active EE | $4,942 | $3,147+57.0% | $2,535+95.0% | $4,751+4.0% |
| Participant deferral / active EE | $10,444 | $4,624+125.9% | $3,833+172.4% | $6,710+55.6% |
| Admin fee / account holder | $4,954 | $8,295-40.3% | $5,472-9.5% | $11,403-56.5% |